CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.99M
3
+$8.21M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$4.05M

Top Sells

1
+$9.44M
2
+$7.47M
3
+$6.95M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.09M

Sector Composition

1 Technology 5%
2 Consumer Discretionary 3.49%
3 Financials 2.88%
4 Industrials 2.69%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
0
1402
– –
-200
1403
– –
-1,000
1404
$0 ﹤0.01%
10
1405
– –
-161
1406
– –
-150
1407
$0 ﹤0.01%
2
1408
– –
0
1409
$0 ﹤0.01%
+6
1410
– –
0
1411
– –
0
1412
– –
-24
1413
$0 ﹤0.01%
3
1414
$0 ﹤0.01%
4
1415
$0 ﹤0.01%
11
1416
– –
-235
1417
– –
-156
1418
– –
-500
1419
– –
-74,416
1420
– –
-83
1421
– –
-2,400
1422
– –
-324
1423
– –
-300
1424
– –
-7
1425
– –
-202
55 56
57
58 59